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Austin Miller

11 Years of Experience
Auburn, IN

Austin Miller is a registered investment advisor at Pathway Financial Advisers, LLC, based in Auburn, IN, with 11 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $440M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
766 clients
Average Client Portfolio
$578K average
Assets Under Management
$442.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.80%
$500K - $1.0M0.60%
$1.0M - $2.0M0.40%
$2M+0.20%

Fees may be negotiable. At account inception or large infusion of capital: Hourly Fee $150 for due diligence, portfolio design/implementation, account setup, and managing transfers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4571 County Road 35, Auburn, IN, 46706

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Austin is a 50% partner in Post and Miller, Inc., an accounting and tax professional practice, dedicating full-time hours to bookkeeping, accounting, and tax return preparation. Austin also owns a portion of Financial Building, LLC DBA Covenant Properties, managing the real estate property for tenants, which takes minimal time.

Employment History
Current Registrations
Pathway Financial Advisers, LLC
September 2014 - Present · 11 yrs 8 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.